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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,054 | $150,447-85.3% | $136,298-83.8% | $147,586-85.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.93% | 1049.15%-1015.2pp | 5156.27%-5122.3pp | 578.59%-544.7pp |
| Employer contribution / active EE | $4,447 | $5,256-15.4% | $4,696-5.3% | $4,876-8.8% |
| Participant deferral / active EE | $6,152 | $6,631-7.2% | $6,247-1.5% | $5,439+13.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |